INTERACTIVE

Top performing managers by category: separate accounts, 4th Quarter 2016

Large Blend1 year gross return1 year net return
River Road Focused Absolute Value Comp27.1326.43
Check Capital Mgt Quality Growth Program25.6125.19
Glenmede Women In Leadership14.9524.30
Lunt U.S. Large Cap Rotation Portfolio23.6621.87
Cumberland - US Equity ETF21.6921.09
Dodge & Cox U.S. Equity Composite21.1420.43
Oak Associates All Cap Core Growth20.4619.61
Kovitz Core Equity20.9019.49
Southeastern Asset Mgt Mid-Lg Cap Dom Eq20.0619.46
MIS Global Equity Select Stock Basket21.3819.39
Large Blend5 year gross return5 year net return
NB Nackenson SMA Strategy19.8319.83
Entrepreneur US Large Cap19.0018.21
Mellon Capital Dynamic U.S. Equity Comp18.3217.74
Oak Associates All Cap Core Growth18.3017.43
AFG 5017.6317.28
River Road Focused Absolute Value Comp17.7416.91
Smead Capital Appreciation17.4316.58
Fort Washington Focused Equity Composite16.8616.52
Dodge & Cox U.S. Equity Composite17.2116.51
Aristotle Value Equity16.7916.37
Mid-Cap Blend1 year gross return1 year net return
Miller/Howard Drill Bit Burn Tip® No K1s32.1030.81
Drill Bit to Burner Tip® No K1s SMA32.2928.46
Chartwell Mid-Cap Value27.8926.89
Bahl & Gaynor - Small/Mid Cap Income Gr26.3525.85
New Leaf - US Sector Equity31.5725.59
Martin Capital Dividend Opportunity24.2823.60
Horizon Kinetics Spin-Off Index23.5122.91
Edge SMA Mid Cap Core Equity25.3621.71
Keeley Inst. SMID Cap Value SMA22.4921.63
Keeley Small Mid Cap Value Retail SMA22.7721.44
Small Blend5 year gross return5 year net return
NorthPointe Capital Micro Cap Value22.7521.76
Integrity Micro-Cap Value20.4719.29
Federated MDT Sm-Cap Core20.2019.03
Jacobs Levy Small Cap (S&P 600)19.7318.74
PanAgora Asset Mgt Dynamic US SmCap Core19.6218.74
QMA US Small Cap Core Equity19.3118.53
Orchard Select Small Cap Value19.6618.48
The Capital Mgt Corp SMID19.1318.40
BMO Disciplined Small-Cap Core19.3618.30
Martingale SmallCap Core19.3518.18
Large Growth1 year gross return1 year net return
Cambridge Aggressive Equity24.4322.24
Clark Navigator U.S. Style Opp (SAI)20.1719.75
Clark Navigator U.S. Style Opportunity20.1719.75
Large Cap Quality Core- Global16.4915.93
Clark Navigator Sector Opportunity16.2815.88
Davis Concentrated Equity16.5015.88
Davis Multi Cap Equity16.0115.42
New Amsterdam Lg-Cap Soc Resp Active Eq15.1014.52
Merlin Large Cap Growth14.0613.34
The CMC Alpha14.0913.25
Large Growth5 year gross return5 year net return
ClearBridge Large Cap Growth18.2617.51
Cookson Peirce All-Cap Equity MA17.3316.75
Martingale LargeCap Growth17.3916.58
Edgewood Mgt Lg-Cap Gr17.5816.56
ClariVest Large Cap Growth16.7916.53
Loomis Sayles All Cap Growth16.9916.51
Munder Multi-Capitalization Comp17.2116.42
Suffolk Capital Mgt Core Eq17.2716.35
Cookson All-Cap Equity17.5016.35
Loomis Sayles Large Cap Growth16.7216.30
Mid-Cap Growth1 year gross return1 year net return
Hodges Multi Cap Core41.7839.75
Hodges Small-Mid Cap Fund23.3221.63
Fenimore Managed Equity Accounts Comp22.4521.37
Snyder Capital Mgt Small/Mid Cap Val21.1720.08
Daruma SMid-Cap Equity21.1120.01
Champlain Mid Cap Core19.9319.03
12th Street Asset Opportunity19.8918.70
Kayne Anderson Rudnick SMID Quality Val19.6818.63
Horizon Small Cap Institutional18.9117.72
Sandhill Concentrated Equity Alpha18.4717.51
Mid-Cap Growth5 year gross return5 year net return
Naylor & Company Core Composite27.3824.68
Confluence Value Opportunities21.4219.87
Hodges Multi Cap Core21.0819.36
Pinnacle Loprice17.5416.38
ClariVest Mid Cap Growth17.0016.14
Wellington Mid Cap Opportunities16.8315.97
Portfolio Resources High Impact Solu G&I16.1315.56
FIAM Small/Mid Cap Core Composite16.1015.24
PGI Mid-Cap Equity15.7515.23
Disciplined Growth - Mid Cap Growth15.8215.22
Small Growth1 year gross return1 year net return
Bares Capital Mgt Small-Cap40.6838.74
Champlain Small Cap Equity29.1928.13
Bahl & Gaynor - Small Cap Growth28.2227.76
Snyder Capital Mgt Sm-Cap Val27.7926.70
RBC Microcap Equity28.1826.62
BMO Microcap Equity - Institutional - SA27.8126.53
LaSalle Street Small Cap27.6426.48
RBC Small Cap Core Equity27.0425.77
Kayne Anderson Rudnick SC Quality Value26.7025.46
Oberweis Micro-Cap Growth26.2825.23
Large Value1 year gross return1 year net return
Snow Capital Mgt Large Cap Value30.7429.82
Artisan Value Equity Composite30.2229.33
Pzena U.S. Best Ideas30.1328.86
OFI Global Revenue Weighted Dividend29.0328.67
DePrince, Race & Zollo, Lg-Cap Val29.2028.44
Snow Capital Dividend Plus28.7027.50
ASB Large Cap Core Equity28.0527.37
Investment Management of Virginia Sel Eq25.7824.98
Old West Large Cap26.1124.95
Pzena Focused Value24.6724.08
Large Value5 year gross return5 year net return
PIMCO StocksPLUS Long Duration19.4418.87
Alpha Quant Value Equity19.5718.26
Pzena U.S. Best Ideas19.1718.00
Hotchkis & Wiley - Value Opps18.8517.98
Lyrical U.S. Value Equity €“ EQ19.3417.66
WEDGE Large Cap Value17.9017.05
JPMorgan Lg-Cap Val17.7017.00
Numeric Investors Value Aggressive17.7716.97
Lyrical U.S. Value Equity - CS18.3816.94
Queens Oak Concentrated Large Cap Value17.8716.89
Mid-Cap Value1 year gross return1 year net return
Clifford Capital All-Cap Value37.9037.23
Shapiro Capital Mgt Enh Small Cap Value36.1934.93
Anchor Focused Value Institutional36.1634.37
Anchor Focused Value Wrap36.8232.92
Denver Inv SMID Value33.1732.07
Denver Inv SMID Cap Value WRAP33.5032.04
DGHM UltraValue32.6231.17
Brandes U.S. Small-Mid Cap Value Equity31.7430.45
ICM SMID Cap Value30.6429.42
Kennedy All Cap Value29.3828.51
Mid-Cap Value5 year gross return5 year net return
Brandes U.S. Small-Mid Cap Value Equity22.1120.99
DGHM UltraValue20.7819.12
Smith Graham Mid-Cap Value19.5618.68
Clifford Capital All-Cap Value19.1218.22
Hotchkis & Wiley - Md-Cap Val18.5217.71
Martingale MidCap Core18.4717.66
LSV Asset Mgt Md-Cap Val Eq18.3717.64
Pzena Mid-Cap Focused Value18.3717.60
TSW Mid-Cap Value18.0217.50
Brandywine Div Mid Cap Dedicated Val18.2517.38
Small Value1 year gross return1 year net return
Towle & Co. Deep Value57.2056.09
DePrince, Race & Zollo, Micro Cap Val46.4345.07
Federated MDT Sm-Cap Val42.0740.66
DePrince, Race & Zollo SMID Cap Value39.2738.14
DePrince, Race & Zollo, Sm-Cap Val39.2738.11
Pacific Ridge Capital Ptnrs Micro Cp Val38.7136.69
Sterling Small Cap Value36.8835.99
Symons Concentrated Small Cap Value35.9435.94
Ironwood Val Invmt Ptnrs Sm Cap Val SA37.1035.72
Foundry Partners Micro Cap Value36.6235.34
Small Value5 year gross return5 year net return
Donald Smith & Co. Micro Cap Val Eq23.5222.06
Pacific Ridge Capital Ptnrs Micro Cp Val23.2621.47
O'Shaughnessy Micro Cap22.6821.35
Cooke & Bieler Small Cap Value Equity21.8620.97
Towle & Co. Deep Value21.6220.77
Federated MDT Sm-Cap Val21.1019.91
AB Small Cap Value Equity20.3119.13
Foundry Partners Micro Cap Value20.1719.05
Pzena Small Cap Focused Value20.2319.04
Analytic Small-Mid Cap Equity19.5618.80
Bear Market1 year gross return1 year net return
Optimus Global Advantage Plus10.159.61
Optimus Global Advantage All Asset5.134.61
Federated Alternative Bear Equity Comp-11.90-13.23
Leuthold AdvantHedge-12.54-13.42
Bear Market5 year gross return5 year net return
Optimus Global Advantage Plus-0.30-0.80
Leuthold AdvantHedge-12.76-13.67
Federated Alternative Bear Equity Comp-14.17-15.47
Optimus Global Advantage All Asset0.000.00
Financial1 year gross return1 year net return
ZPR Volume Value44.6742.35
ZPR Volume Winners34.1831.97
RevenueShares VTL Financial Index22.7322.13
Advisory Research BDC21.9320.78
Confluence BDC-Wrap22.0720.16
McKinley Capital Business Development Co21.0419.47
Davis Financial Product16.0115.44
Financial5 year gross return5 year net return
ZPR Volume Value29.2225.96
RevenueShares VTL Financial Index21.2220.63
ZPR Volume Winners19.4317.45
Davis Financial Product16.4615.88
Advisory Research BDC0.000.00
Confluence BDC-Wrap0.000.00
McKinley Capital Business Development Co0.000.00
Health1 year gross return1 year net return
Kopp AccruHealth-3.53-4.78
Financial Trust Health Value-5.98-7.14
Janus Global Life Sciences ADR MA-14.80-17.32
Health5 year gross return5 year net return
Financial Trust Health Value21.0819.58
Kopp AccruHealth18.3317.00
Janus Global Life Sciences ADR MA18.7515.30
Equity Precious Metals1 year gross return1 year net return
GAMCO Gold47.3845.87
WellsCap Precious Metals46.9845.62
AIS TAAP8.457.36
Equity Precious Metals5 year gross return5 year net return
AIS TAAP-4.66-5.59
GAMCO Gold-11.10-12.05
WellsCap Precious Metals-12.77-13.61
Real Estate1 year gross return1 year net return
SmithAssetMgt€“REIT24.9723.78
American Assets Untd Cap Rl Estt Secs Fd20.3819.46
Janus Real Estate Income MA (Retail)15.6612.34
Anchor REIT12.8012.20
Cohen & Steers Realty Focus11.7810.81
Uniplan REIT Portfolio12.6210.29
IRON REIT Strategy10.7610.04
Davis Real Estate WRAP10.439.88
Davis Real Estate Composite10.439.88
FIAM U.S. Real Estate Invest Tr9.378.61
Real Estate5 year gross return5 year net return
Cohen & Steers Realty Focus17.4516.41
Baron Real Estate Strategy16.0715.04
Chilton Capital REIT15.5014.54
SmithAssetMgt€“REIT14.2713.15
Heitman US Focused Wilshire13.9113.15
Heitman US Diversified Wilshire13.4512.95
CenterSquare REIT Separate Account13.2012.68
PGI Real Estate Equity Securities13.2212.60
US Rl Estate Secs Value Inc13.0412.40
Cornerstone U.S. REIT Total Return12.7212.15
Technology1 year gross return1 year net return
Oak Associates Technology Portfolio24.5623.96
Crabtree Multi-Cap Technology21.3320.52
Wellington Global Technology Opps12.5711.72
MFS Technology Equity9.548.71
Wellington Global Technology7.847.04
Allianz Global Technology Equity6.265.20
TCW Technology5.544.49
Zevenbergen Z/Tech1.470.54
Princeton Young Enterprise Shares (YES)-2.79-4.14
RS Technology Composite0.000.00
Technology5 year gross return5 year net return
Wellington Global Technology Opps20.2519.37
Zevenbergen Z/Tech19.7918.69
Crabtree Multi-Cap Technology17.7416.91
Oak Associates Technology Portfolio17.5016.89
Wellington Global Technology17.5216.65
MFS Technology Equity16.8015.90
Allianz Global Technology Equity16.2915.10
TCW Technology13.3312.19
Princeton Young Enterprise Shares (YES)5.654.24
RS Technology Composite0.000.00
Utilities1 year gross return1 year net return
HIS Top 15 Utility29.2127.93
Miller/Howard Infrastructure22.8621.66
Miller/Howard €“ Utilities Plus21.9920.79
Reaves Long Term Val(Util/Ener/Infrastr)20.4419.86
Miller/Howard €“ Utilities Plus SMA18.9018.44
MFS Utilities Equity12.4311.72
Levin Capital Strategies Utilities Yield10.499.40
Utilities5 year gross return5 year net return
HIS Top 15 Utility16.7315.56
Miller/Howard €“ Utilities Plus11.6910.59
Levin Capital Strategies Utilities Yield11.4810.38
Reaves Long Term Val(Util/Ener/Infrastr)10.019.45
Miller/Howard €“ Utilities Plus SMA11.478.97
Miller/Howard Infrastructure9.328.24
MFS Utilities Equity8.878.18
Equity Energy1 year gross return1 year net return
Miller/Howard E&P Institutional Strategy42.3640.98
Wellington Energy38.5537.22
TMG Energy Equity34.0533.05
Baron Energy and Resources Strategy29.7328.90
Tortoise Select Energy Opportunity29.1027.88
Orleans Energy Opportunities27.9626.70
Miller/Howard Drill Bit Burn Tip®27.8126.56
Drill Bit to Burner Tip® SMA29.0424.23
Equity Energy5 year gross return5 year net return
Tortoise Select Energy Opportunity11.1510.06
Miller/Howard Drill Bit Burn Tip®8.187.10
Drill Bit to Burner Tip® SMA8.445.07
Wellington Energy3.852.82
TMG Energy Equity1.781.04
Orleans Energy Opportunities-0.21-1.20
Miller/Howard E&P Institutional Strategy-1.64-2.62
Baron Energy and Resources Strategy0.000.00
Aggressive Allocation1 year gross return1 year net return
ValueWorks Cap App26.1324.62
Palouse Capital Diversified Income Strat20.3119.83
Clark Navigator MultiStrategy 75-25(SAI)19.8619.45
Palouse Diversified Income Wrap21.1218.85
ASCP Opportunistic Growth Strategy18.8918.26
Clark Navigator Style Preferred Core17.7817.36
FB&P EDP Balanced 72617.4016.68
Camelot Aggressive Income17.1916.63
Dean Inv Multi-Cap 8017.2616.43
HCM All American Aggressive18.5415.91
Aggressive Allocation5 year gross return5 year net return
Meeder Aggressive Growth ETF Portfolio14.0813.54
Meeder Growth ETF Portfolio13.9113.37
Tower Square Large Cap Core14.0413.31
Clark Navigator MultiStrategy 75-25(SAI)12.9012.50
Palouse Capital Diversified Income Strat12.2511.80
Parametric Aggressive Composite12.3011.79
Golub Group Equity Income12.8711.77
Clark Navigator Style Preferred Core12.3911.71
Meeder Growth Composite11.4911.49
Niemann Risk Managed13.4611.30
Bank Loan1 year gross return1 year net return
DDJ Bank Loan Strategy14.0613.39
OFI Global Senior Loans13.8813.34
Franklin Bank Loans Retail Composite12.6711.95
Loomis Sayles Sr Floating Rate and FI12.4611.90
Eaton Vance (EV) Mgt Senior Secured Floating11.9811.46
Invesco (IVZ) Zodiac US Senior Loan Composite11.1110.56
Columbia Bank Loan Strategy10.7810.07
Franklin Bank Loans Separate Acct Comp10.429.96
Octagon Senior Secured Credit10.519.76
Federated Bank Loan Composite10.339.74
Small Value5 year gross return5 year net return
Donald Smith & Co. Micro Cap Val Eq23.5222.06
Pacific Ridge Capital Ptnrs Micro Cp Val23.2621.47
O'Shaughnessy Micro Cap22.6821.35
Cooke & Bieler Small Cap Value Equity21.8620.97
Towle & Co. Deep Value21.6220.77
Federated MDT Sm-Cap Val21.1019.91
AB Small Cap Value Equity20.3119.13
Foundry Partners Micro Cap Value20.1719.05
Pzena Small Cap Focused Value20.2319.04
Analytic Small-Mid Cap Equity19.5618.80
Mid-Cap Value1 year gross return1 year net return
Clifford Capital All-Cap Value37.9037.23
Shapiro Capital Mgt Enh Small Cap Value36.1934.93
Anchor Focused Value Institutional36.1634.37
Anchor Focused Value Wrap36.8232.92
Denver Inv SMID Value33.1732.07
Denver Inv SMID Cap Value WRAP33.5032.04
DGHM UltraValue32.6231.17
Brandes U.S. Small-Mid Cap Value Equity31.7430.45
ICM SMID Cap Value30.6429.42
Kennedy All Cap Value29.3828.51
Mid-Cap Value5 year gross return5 year net return
Brandes U.S. Small-Mid Cap Value Equity22.1120.99
DGHM UltraValue20.7819.12
Smith Graham Mid-Cap Value19.5618.68
Clifford Capital All-Cap Value19.1218.22
Hotchkis & Wiley - Md-Cap Val18.5217.71
Martingale MidCap Core18.4717.66
LSV Asset Mgt Md-Cap Val Eq18.3717.64
Pzena Mid-Cap Focused Value18.3717.60
TSW Mid-Cap Value18.0217.50
Brandywine Div Mid Cap Dedicated Val18.2517.38
Large Value1 year gross return1 year net return
Snow Capital Mgt Large Cap Value30.7429.82
Artisan Value Equity Composite30.2229.33
Pzena U.S. Best Ideas30.1328.86
OFI Global Revenue Weighted Dividend29.0328.67
DePrince, Race & Zollo, Lg-Cap Val29.2028.44
Snow Capital Dividend Plus28.7027.50
ASB Large Cap Core Equity28.0527.37
Investment Management of Virginia Sel Eq25.7824.98
Old West Large Cap26.1124.95
Pzena Focused Value24.6724.08
Large Value5 year gross return5 year net return
PIMCO StocksPLUS Long Duration19.4418.87
Alpha Quant Value Equity19.5718.26
Pzena U.S. Best Ideas19.1718.00
Hotchkis & Wiley - Value Opps18.8517.98
Lyrical U.S. Value Equity €“ EQ19.3417.66
WEDGE Large Cap Value17.9017.05
JPMorgan Lg-Cap Val17.7017.00
Numeric Investors Value Aggressive17.7716.97
Lyrical U.S. Value Equity - CS18.3816.94
Queens Oak Concentrated Large Cap Value17.8716.89
Small Growth1 year gross return1 year net return
Bares Capital Mgt Small-Cap40.6838.74
Champlain Small Cap Equity29.1928.13
Bahl & Gaynor - Small Cap Growth28.2227.76
Snyder Capital Mgt Sm-Cap Val27.7926.70
RBC Microcap Equity28.1826.62
BMO Microcap Equity - Institutional - SA27.8126.53
LaSalle Street Small Cap27.6426.48
RBC Small Cap Core Equity27.0425.77
Kayne Anderson Rudnick SC Quality Value26.7025.46
Oberweis Micro-Cap Growth26.2825.23
Mid-Cap Growth1 year gross return1 year net return
Hodges Multi Cap Core41.7839.75
Hodges Small-Mid Cap Fund23.3221.63
Fenimore Managed Equity Accounts Comp22.4521.37
Snyder Capital Mgt Small/Mid Cap Val21.1720.08
Daruma SMid-Cap Equity21.1120.01
Champlain Mid Cap Core19.9319.03
12th Street Asset Opportunity19.8918.70
Kayne Anderson Rudnick SMID Quality Val19.6818.63
Horizon Small Cap Institutional18.9117.72
Sandhill Concentrated Equity Alpha18.4717.51
Mid-Cap Growth5 year gross return5 year net return
Naylor & Company Core Composite27.3824.68
Confluence Value Opportunities21.4219.87
Hodges Multi Cap Core21.0819.36
Pinnacle Loprice17.5416.38
ClariVest Mid Cap Growth17.0016.14
Wellington Mid Cap Opportunities16.8315.97
Portfolio Resources High Impact Solu G&I16.1315.56
FIAM Small/Mid Cap Core Composite16.1015.24
PGI Mid-Cap Equity15.7515.23
Disciplined Growth - Mid Cap Growth15.8215.22
Large Growth1 year gross return1 year net return
Cambridge Aggressive Equity24.4322.24
Clark Navigator U.S. Style Opp (SAI)20.1719.75
Clark Navigator U.S. Style Opportunity20.1719.75
Large Cap Quality Core- Global16.4915.93
Clark Navigator Sector Opportunity16.2815.88
Davis Concentrated Equity16.5015.88
Davis Multi Cap Equity16.0115.42
New Amsterdam Lg-Cap Soc Resp Active Eq15.1014.52
Merlin Large Cap Growth14.0613.34
The CMC Alpha14.0913.25
Large Growth5 year gross return5 year net return
ClearBridge Large Cap Growth18.2617.51
Cookson Peirce All-Cap Equity MA17.3316.75
Martingale LargeCap Growth17.3916.58
Edgewood Mgt Lg-Cap Gr17.5816.56
ClariVest Large Cap Growth16.7916.53
Loomis Sayles All Cap Growth16.9916.51
Munder Multi-Capitalization Comp17.2116.42
Suffolk Capital Mgt Core Eq17.2716.35
Cookson All-Cap Equity17.5016.35
Loomis Sayles Large Cap Growth16.7216.30
Small Blend5 year gross return5 year net return
NorthPointe Capital Micro Cap Value22.7521.76
Integrity Micro-Cap Value20.4719.29
Federated MDT Sm-Cap Core20.2019.03
Jacobs Levy Small Cap (S&P 600)19.7318.74
PanAgora Asset Mgt Dynamic US SmCap Core19.6218.74
QMA US Small Cap Core Equity19.3118.53
Orchard Select Small Cap Value19.6618.48
The Capital Mgt Corp SMID19.1318.40
BMO Disciplined Small-Cap Core19.3618.30
Martingale SmallCap Core19.3518.18
Large Blend5 year gross return5 year net return
NB Nackenson SMA Strategy19.8319.83
Entrepreneur US Large Cap19.0018.21
Mellon Capital Dynamic U.S. Equity Comp18.3217.74
Oak Associates All Cap Core Growth18.3017.43
AFG 5017.6317.28
River Road Focused Absolute Value Comp17.7416.91
Smead Capital Appreciation17.4316.58
Fort Washington Focused Equity Composite16.8616.52
Dodge & Cox U.S. Equity Composite17.2116.51
Aristotle Value Equity16.7916.37
Long/Short Equity1 year gross return1 year net return
PWA Dynamic Treasury29.1928.27
The Boston Energy Infrastructure MLP28.4927.48
Goodwood Long/Short Equity23.4521.65
QMA US Core Equity Extended16.0815.34
Optimus Hedged Equity14.5013.94
Confluence IDEA - Plus14.5112.60
Coe Capital Intrinisic Edge Plus15.1910.92
Optimus High Yield Bull/Bear11.4110.86
BlackRock (BLK) Alpha Advantage 500 Composite10.3610.36
CIM InvestFlex„ U.S. Long/Short11.989.74
World Stock1 year gross return1 year net return
4Thought Thematic Systematic Investing31.3629.62
4Thought Global Thematic Accumulation27.6025.98
Brandes Global Small-Mid Cap Equity26.9725.83
Capital Innovations List Infrastructure23.4622.58
Two Rivers Global Core Equity22.6122.00
ARGA Global Concentrated Strategy22.2421.17
Validea Dividend Value22.2520.29
Brandes Global Small Cap Eq21.2220.15
Mittleman Global Value21.6019.75
ARGA Global Equity Strategy20.7819.61
World Stock5 year gross return5 year net return
Brandes Global Small Cap Eq18.7617.70
Brandes Global Small-Mid Cap Equity18.3617.23
Mittleman Global Value17.4115.70
Thornburg Global Opportunities Sep Acct15.7814.90
Brandes Global Small-Mid Cap Equity SMA15.3514.78
Morgan Stanley (MS) Global Opportunity16.1114.59
Hotchkis & Wiley - Global Value15.0114.50
Marathon Asset Mgt Active Global Eq14.1414.14
OFI Global Global Multi Cap Growth14.9214.11
Harris Assoc. Global Concentrated Comp14.8814.00
Foreign Large Value1 year gross return1 year net return
ARGA International Equity Strategy17.1215.96
RevenueShares VTL ADR Index15.2314.66
RevnueShares VTL Global Growth Index14.5513.86
Sprucegrove US Intl Investment Fund11.9811.04
Pzena Global Expanded Value11.3910.96
Templeton Foreign ADR Only SMA Comp10.8310.57
ARGA International Diversified Strategy11.039.99
Schroders QEP International Value10.219.45
Sprucegrove Intl Value Eq. US Composite10.178.91
W.E. Donoghue Power Div Intl Portfolio9.808.71
Foreign Large Growth1 year gross return1 year net return
All Cap Quality Core- Intl. (ex.US)13.4213.02
MCM International Equity10.118.99
Financial Trust Intl ValueMomentum10.158.79
Dorsey Wright Sys Reltv Strength Intl8.907.36
Scout International Equity7.927.12
Harding Loevner EAFE Equity6.976.34
Invesco Intl Companies SMA/WRAP7.335.94
Harding Loevner Intl Eq6.195.48
Wellington Enduring Assets5.925.29
Baillie Gifford ACWI ex US Alpha Eq5.875.23
Latin America Stock1 year gross return1 year net return
Latin American Equity36.5935.22
T. Rowe Price Latin America Equity32.6131.52
Morgan Stanley Latin America Equity28.3427.88
Financial Trust Latin Value Momentum22.5621.07
Ashmore Latin America Small Cap Equity16.3214.49
Latin America Stock5 year gross return5 year net return
Financial Trust Latin Value Momentum8.957.61
Latin American Equity-2.06-3.09
T. Rowe Price Latin America Equity-3.83-4.65
Morgan Stanley Latin America Equity-4.37-4.72
Ashmore Latin America Small Cap Equity-4.24-5.74
Europe Stock5 year gross return5 year net return
Numeric Investors Europe Core17.7616.92
Boston Company Euroland Small Cap Equity16.1615.09
T. Rowe Price Europe Smaller Comp Equity14.9914.13
INTECH European Large Cap Core13.9313.34
Pictet Small Cap European Core Comp13.4712.68
Acadian European Equity Composite12.1211.29
Wellington Strategic European Equity11.6910.86
Baillie Gifford Europe ex-UK Equities11.3710.65
LA Capital Europe Equity11.1710.45
Pzena European Focused Value10.7410.34
Japan Stock1 year gross return1 year net return
Brandes Japan Equity13.1212.21
DaiwaSB Japan Eq Small Cap GARP12.1011.32
Baillie Gifford Japanese All Cap11.4710.77
T. Rowe Price Japan Equity11.2510.64
Burgundy Asian (All Cap) Composite11.3010.20
DaiwaSB Japan Eq MidSm Cap GARP10.8210.06
Lazard Japanese Equity7.467.11
Baillie Gifford Japan Growth7.276.63
Burgundy Focus Asian Composite7.186.39
Dalton Japan Long Only Composite6.765.46
Japan Stock5 year gross return5 year net return
DaiwaSB Japan Eq MidSm Cap GARP16.3015.50
Dalton Japan Long Only Composite16.3715.13
DaiwaSB Japan Eq Small Cap GARP14.4213.69
Burgundy Asian (All Cap) Composite13.8612.73
Baillie Gifford Japanese All Cap13.3312.62
Burgundy Focus Asian Composite12.5711.73
T. Rowe Price Japan Equity12.2111.59
Brandes Japan Equity11.6710.78
Japanese Equity10.9110.12
Baillie Gifford Japan Growth10.669.96
Diversified Pacific/Asia1 year gross return1 year net return
Dalton Asia Long Only Composite11.9810.75
Pyrford Intl Plc Asia Pacific Equity9.268.51
GAM Asia-Pacific Equity8.558.10
Templeton Asia Pacific Eq7.586.92
ZPR All Asian6.475.16
WellsCap SF Global Asia Pacific Equity2.581.76
Sit Inv Pac Basin0.00-0.90
Accuvest Asian Advantage-1.19-1.80
Horizon Asia Institutional-5.29-6.23
Diversified Pacific/Asia5 year gross return5 year net return
Dalton Asia Long Only Composite15.0113.35
ZPR All Asian12.7411.29
Horizon Asia Institutional10.529.41
WellsCap SF Global Asia Pacific Equity9.228.36
Templeton Asia Pacific Eq7.296.72
Pyrford Intl Plc Asia Pacific Equity5.985.36
Accuvest Asian Advantage4.834.47
Sit Inv Pac Basin5.394.45
GAM Asia-Pacific Equity0.000.00
Diversified Emerging Mkts5 year gross return5 year net return
Ashmore EM Middle East Equity15.5913.83
Acadian Frontier Markets Equity Compst13.9012.23
Acadian Emerging Markets Small-Cap Comp13.0311.64
Financial Trust Asia ValueMomentum11.9810.60
William Blair €“ Emerging Mkts Sm Cap Gr11.3710.42
QMA Emerging Markets Small Cap Equity10.999.89
Numeric Investors Emerging Markets Alpha10.919.71
Ashmore EM Frontier Markets Equity11.199.63
Morgan Stanley Frontier Emerging Markets11.449.38
AQR Capital Emerging Markets Equity8.648.14
Intermediate Government1 year gross return1 year net return
Semper Active Mortgage-Backed Securities5.665.38
Federated Govt Credit w MAPS MA4.813.26
Columbia US Government Mortgage3.052.55
Federated Govt Credit no MAPS MA3.622.09
Ryan Labs LDI Interm Duration 3-52.412.03
Nuveen 1-15 Year Government Bond Ladder2.071.92
Federated Intermediate Govt Credit MA3.371.84
Smith Breeden Mortgage Index Plus1.961.62
MFS US Government Fixed Income1.741.46
TCW Index Plus MBS1.581.36
Intermediate Government5 year gross return5 year net return
Semper Active Mortgage-Backed Securities6.265.91
TCW Index Plus MBS3.543.33
Columbia US Government Mortgage3.663.26
Smith Breeden Mortgage Index Plus2.502.14
Federated Govt Credit w MAPS MA3.612.08
M.D. Sass Core Fix-Inc2.191.91
Ryan Labs LDI Interm Duration 3-52.101.72
Federated Govt Credit no MAPS MA3.191.67
Amalgamated Bank Intermediate Duration1.901.65
MFS US Government Fixed Income1.841.55
Intermediate-Term Bond1 year gross return1 year net return
Herzfeld Taxable Closed-End Bond15.0814.19
PIMCO Diversified Income12.3411.56
Brandes Corporate Focus Fixed Income10.019.64
Logan Circle Multi-Sector Fixed Income9.318.92
Camelot Core Income9.438.91
Morgan Stanley Core Plus Fix-Inc9.548.89
TCH Core Plus Aggregate Fixed Income7.467.34
PIMCO Global Invstm Grade Corporate7.797.30
Bradford & Marzec High Yield PW10.117.20
Loomis Sayles Core Plus Full Discretion7.156.84
Intermediate-Term Bond5 year gross return5 year net return
Flaherty & Crumrine Separate Mgd Account9.168.64
Spectrum Preferred Securities8.888.61
Herzfeld Taxable Closed-End Bond7.896.92
PIMCO Diversified Income6.475.73
PIMCO Global Invstm Grade Corporate5.975.48
RSA Unconstrained Bond Strategy5.915.39
Manulife AM US Core Plus Fixed Income5.425.10
ClearArc Capital Strategic Income Plus5.545.07
Loomis Sayles Core Plus Full Discretion5.184.88
Morgan Stanley Core Plus Fix-Inc5.424.77
Short Government5 year gross return5 year net return
RBC Access Capital Community Invmt2.732.28
Sit Inv Short Dur Strat2.562.15
PNC Cap Adv US Government Mortgage2.031.68
Victory INCORE Short Government1.941.63
M.D. Sass 3-Year FI1.821.47
Wellington Short Bond1.591.42
Garcia Hamilton Fix-Inc Short Dur1.271.14
M.D. Sass 2-Year FI1.381.12
TCW MBS Short-Intermediate1.200.90
Madison Interm Government Bond SA0.870.85
Ultrashort Bond1 year gross return1 year net return
TCW Alpha Trak21.6720.50
FIAM Leveraged Loan Composite10.419.86
First Quadrant Tact Curr Alloc L/S USD7.006.35
FFTW Mortgage Alpha3.342.79
PIMCO Short Term2.982.57
Pioneer Multi-Asset Ultrashort Income2.702.44
Western Asset Mgt US Enhanced Cash2.051.85
Federated Active Cash Broad FI Composite2.091.83
Payden & Rygel Enhanced Cash Long1.721.56
Baird Ultra Short Bond1.691.55
Ultrashort Bond5 year gross return5 year net return
TCW Alpha Trak17.5917.20
FIAM Leveraged Loan Composite6.365.84
FFTW Mortgage Alpha4.114.00
Western Asset Mgt US Enhanced Cash2.242.06
First Quadrant Tact Curr Alloc L/S USD2.191.90
Pioneer Multi-Asset Ultrashort Income2.151.77
PIMCO Short Term2.161.74
TCW Ultra Short1.531.33
Federated Active Cash Broad FI Composite1.541.24
Payden & Rygel Enhanced Cash Long1.211.02
Long-Term Bond1 year gross return1 year net return
Wela Agg Yield13.6812.67
Reams Long Duration Fixed Income12.0211.89
PIMCO Long Term Bond - Long Credit11.7411.43
Brandywine Global U.S. Fixed Income11.6011.28
Guggenheim Absolute Return Strategic12.3011.18
Loomis Sayles Long Duration Credit11.1510.89
Baird Advisors Long Govt Credit Bond10.8210.67
Ryan Labs Long-Credit10.7710.43
NISA Long Dur Credit Only Consolidated10.6510.41
Niemann Tactical Global Bond11.7310.39
Long-Term Bond5 year gross return5 year net return
Guggenheim Absolute Return Strategic8.707.62
PIMCO Long Term Bond - Long Credit7.286.98
TCW Long Duration Credit0.006.42
Schroders Value Long Duration6.366.16
Dodge & Cox Long Duration FI Composite6.315.91
Wela Agg Yield6.775.89
BlackRock US Long Credit6.125.86
Ryan Labs Long-Credit6.115.79
Logan Circle Long Duration6.045.71
FIAM Long Corporate Composite5.855.57
Short Government5 year gross return5 year net return
RBC Access Capital Community Invmt2.732.28
Sit Inv Short Dur Strat2.562.15
PNC Cap Adv US Government Mortgage2.031.68
Victory INCORE Short Government1.941.63
M.D. Sass 3-Year FI1.821.47
Wellington Short Bond1.591.42
Garcia Hamilton Fix-Inc Short Dur1.271.14
M.D. Sass 2-Year FI1.381.12
TCW MBS Short-Intermediate1.200.90
Madison Interm Government Bond SA0.870.85
Ultrashort Bond1 year gross return1 year net return
TCW Alpha Trak21.6720.50
FIAM Leveraged Loan Composite10.419.86
First Quadrant Tact Curr Alloc L/S USD7.006.35
FFTW Mortgage Alpha1.362.79
PIMCO Short Term2.982.57
Pioneer Multi-Asset Ultrashort Income2.702.44
Western Asset Mgt US Enhanced Cash2.051.85
Federated Active Cash Broad FI Composite2.091.83
Payden & Rygel Enhanced Cash Long1.721.56
Baird Ultra Short Bond1.691.55
Ultrashort Bond5 year gross return5 year net return
TCW Alpha Trak17.5917.20
FIAM Leveraged Loan Composite6.365.84
FFTW Mortgage Alpha4.114.00
Western Asset Mgt US Enhanced Cash2.242.06
First Quadrant Tact Curr Alloc L/S USD2.191.90
Pioneer Multi-Asset Ultrashort Income2.151.77
PIMCO Short Term2.161.74
TCW Ultra Short1.531.33
Federated Active Cash Broad FI Composite1.541.24
Payden & Rygel Enhanced Cash Long1.211.02
Long-Term Bond5 year gross return5 year net return
Guggenheim Absolute Return Strategic8.707.62
PIMCO Long Term Bond - Long Credit7.286.98
TCW Long Duration Credit0.006.42
Schroders Value Long Duration6.366.16
Dodge & Cox Long Duration FI Composite6.315.91
Wela Agg Yield6.775.89
BlackRock US Long Credit6.125.86
Ryan Labs Long-Credit6.115.79
Logan Circle Long Duration6.045.71
FIAM Long Corporate Composite5.855.57
Inflation-Protected Bond1 year gross return1 year net return
FFTW Global Inflation Linked Bonds10.3410.06
PIMCO Real Ret Asset Long Duration8.467.91
Lord Abbett & Co. Inflation Focused €“ SA7.416.87
PIMCO Real Return Full Authority5.635.14
Franklin U.S. TIPS Composite5.205.07
BBH U.S. TIPS5.054.89
Northern Trust TIPS4.924.81
American Century US Infl-Adj Bond5.194.76
Standish US TIPS Barclays4.794.75
FFTW Inflation Linked Bonds U.S.4.914.70
Inflation-Protected Bond5 year gross return5 year net return
FFTW Global Inflation Linked Bonds3.483.23
Laffer Investments US Inflation Strategy3.302.29
Standish Global TIPS1.621.53
Lord Abbett & Co. Inflation Focused €“ SA2.061.34
Franklin U.S. TIPS Composite1.351.21
PIMCO Real Ret Asset Long Duration1.651.14
BBH U.S. TIPS1.231.08
PIMCO Real Return Full Authority1.440.97
Standish US TIPS Barclays0.950.88
BlackRock TIPS PLUS0.990.84
Stable Value1 year gross return1 year net return
Standish Stable Value2.162.06
Invesco Stable Value2.081.87
T. Rowe Price Stable Value2.131.86
JPMorgan US FI Stable Value (NY)1.751.75
Galliard Stable Value Composite2.031.62
Columbia Stable Value €“ Inv Grade Strat1.711.49
Columbia Stable Value €“ Government Strat1.361.14
Stable Value5 year gross return5 year net return
Standish Stable Value2.342.24
T. Rowe Price Stable Value2.412.24
Invesco Stable Value2.161.95
JPMorgan US FI Stable Value (NY)1.901.78
Galliard Stable Value Composite2.121.71
Columbia Stable Value €“ Inv Grade Strat1.691.48
Columbia Stable Value €“ Government Strat1.551.34
Convertibles1 year gross return1 year net return
Zazove High Yield Convertible Strategy18.3818.38
Oaktree High Income Convertibles14.9714.11
MacKay Shields Convertibles11.9611.48
MacKay Convertible SMA10.8610.44
Delaware Convertibles10.9010.23
Zazove Institutional Blend Convertibles10.779.73
Gabelli Asset Mgt Convertibles Strategy10.299.47
Zazove Inv. Grade Convertible Strategy8.558.55
Phoenix Convertible Income Wrap Advisor9.438.40
SSI Inv Grade Convert Strat8.667.73
World Allocation1 year gross return1 year net return
Wellington Real Asset22.6221.54
PIMCO RAE Fundamental PLUS20.2319.27
Deschutes Matisse Discounted CE Fd Stgy17.1716.03
4Thought Multi-Contingency Aggressive16.5614.96
PIMCO StocksPLUS Absolute Return15.5514.92
Luken DyTegicX® Global Strategy17.2314.89
Appleseed All-Cap F314.6914.69
PIMCO All Asset Strategy14.3113.32
PanAgora Risk Parity Multi Asset Plus15.0213.20
PIMCO StocksPlus13.1012.75
World Allocation5 year gross return5 year net return
PIMCO RAE Fundamental PLUS17.4016.47
PIMCO StocksPLUS Absolute Return16.9816.27
PIMCO StocksPlus16.2815.75
OBS Financial EFS 80/2010.5610.27
Loring Ward Global Capital Appr DFA10.249.97
DMAP Moderate Relative Return USD-H10.159.49
Loring Ward Global Capital Appr SA9.499.45
Wilshire Global ETF Allocation - Gr9.559.30
Loring Ward Global Moderate Growth DFA9.429.15
OBS Financial EFS 70/309.419.12
Conservative Allocation1 year gross return1 year net return
AAM Credit Opportunities45.6243.75
Clark Navigator MultiStrategy 50-50(SAI)18.9818.59
Camelot Opportunities Income19.1218.47
Messner & Smith - Balanced17.8116.71
HCM All American Conservative18.3015.68
HCM All American Balanced17.3414.74
Clark Navigator Global Balanced 40-6014.8814.48
First Quadrant Essential Beta14.4814.10
Clark Navigator Glbl Bal ETF 40-60 Hdgd13.0612.95
Parametric Enhanced Income13.2712.87
Moderate Allocation1 year gross return1 year net return
HCM Dividend Income Growth28.6325.70
Hotchkis & Wiley - Capital Income22.4621.69
ValueWorks Bal Comp22.7821.13
Camelot Premium Return20.7420.74
HCM Dividend Income Balanced24.5220.32
HCM Dividend Income Conservative21.6018.96
Shaker Financial Discount Capture20.0018.49
Cumberland Total Return Balanced Port17.5016.87
Altrius Global Income17.2415.90
Dodge & Cox Balanced Composite15.4215.31
Target Date 2000-20101 year gross return1 year net return
AGF Steward Navigator 2010 Fund6.116.11
Target Date 2000-20105 year gross return5 year net return
AGF Steward Navigator 2010 Fund5.005.00
Target Date 2011-20151 year gross return1 year net return
Meeder Age-based 60-625.385.38
Sage Target Date 2015 Fund2.972.56
Target Date 2011-20155 year gross return5 year net return
Meeder Age-based 60-626.726.72
Sage Target Date 2015 Fund5.184.78
Target Date 2016-20201 year gross return1 year net return
AGF Steward Navigator 2020 Fund7.257.25
BCM DynamicBelay Balanced Growth (QDIA)7.205.68
Meeder Age-based 55-595.625.62
Meeder Age-Based 63-64 Composite5.445.44
Meeder Age-Based 60-62 Composite5.395.39
Meeder Age-Based 65 and Over Composite5.385.38
Target Date 2016-20205 year gross return5 year net return
Meeder Age-based 55-597.417.41
Meeder Age-Based 60-62 Composite7.037.03
AGF Steward Navigator 2020 Fund5.825.82
BCM DynamicBelay Balanced Growth (QDIA)0.000.00
Meeder Age-Based 63-64 Composite0.000.00
Meeder Age-Based 65 and Over Composite0.000.00
Target Date 2021-20251 year gross return1 year net return
Sheaff Brock SSB Conservative Balanced8.027.18
Meeder Age-Based 55-59 Composite5.615.61
Meeder Age-based 50-545.535.53
Meeder Age-based 63-645.445.44
Meeder Age-based 65 and Over5.385.38
Sage Target Date 2025 Fund3.923.50
Target Date 2021-20255 year gross return5 year net return
Meeder Age-based 50-548.058.05
Sheaff Brock SSB Conservative Balanced8.457.58
Meeder Age-Based 55-59 Composite7.347.34
Sage Target Date 2025 Fund6.716.30
Meeder Age-based 63-645.315.31
Meeder Age-based 65 and Over4.674.67
Target Date 2026-20301 year gross return1 year net return
AGF Steward Navigator 2030 Fund8.398.39
BCM DynamicBelay Conservative Gro(QDIA)8.446.90
Meeder Age-based 45-495.795.79
Meeder Age-Based 50-54 Composite5.545.54
Target Date 2026-20305 year gross return5 year net return
Meeder Age-based 45-498.858.85
Meeder Age-Based 50-54 Composite8.078.07
AGF Steward Navigator 2030 Fund6.656.65
BCM DynamicBelay Conservative Gro(QDIA)0.000.00
Target Date 2031-20351 year gross return1 year net return
Meeder Age-based 44 and under5.815.81
Meeder Age-Based 45-49 Composite5.795.79
Sage Target Date 2035 Fund4.584.17
Target Date 2031-20355 year gross return5 year net return
Meeder Age-based 44 and under9.239.23
Meeder Age-Based 45-49 Composite8.288.28
Sage Target Date 2035 Fund7.747.33
Target Date 2036-20401 year gross return1 year net return
AGF Steward Navigator 2040 Fund9.579.57
Sheaff Brock SSB Growth & Income8.247.43
Meeder Age-Based 44 and Under Composite5.825.82
Target Date 2036-20405 year gross return5 year net return
Sheaff Brock SSB Growth & Income10.829.97
Meeder Age-Based 44 and Under Composite9.159.15
AGF Steward Navigator 2040 Fund7.547.54
Target Date 2041-20451 year gross return1 year net return
Sage Target Date 2045 Fund4.844.43
Target Date 2041-20455 year gross return5 year net return
Sage Target Date 2045 Fund8.337.91